LWS
ALXN

Lucia Wealth Services’s Alexion Pharmaceuticals ALXN Stock Holding History

Lucia Wealth Services’s Portfolio ALXN Stock Details ALXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,128
Closed -$152K – 198
2019
Q1 		$152K Buy
1,128
+352
+45% +$43.8K 0.05% 129
2018
Q4 		$76K Sell
776
-1,038
-57% -$123K 0.04% 135
2018
Q3 		$252K Sell
1,814
-91
-5% -$11.4K 0.08% 127
2018
Q2 		$237K Buy
1,905
+191
+11% +$22.3K 0.1% 118
2018
Q1 		$191K Buy
+1,714
New +$205K 0.06% 112

Other funds holding ALXN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Lucia Wealth Services's ALXN Position: Q2 2019 in Review

Lucia Wealth Services sold out of Alexion Pharmaceuticals (ALXN) in Q2 2019, closing a stake of 1,128 shares — an estimated $152K sold.

Lucia Wealth Services first reported a position in ALXN in Q1 2018 and held it in 5 quarters. The position peaked at $252K in Q3 2018. 636 funds tracked by Wall St. Rank hold ALXN as of Q2 2019.

  • Lucia Wealth Services reported no remaining Alexion Pharmaceuticals position as of Q2 2019 after selling out during the quarter.
  • Lucia Wealth Services sold 1,128 Alexion Pharmaceuticals shares in Q2 2019, an estimated $152K.
  • Lucia Wealth Services first reported a position in Alexion Pharmaceuticals in Q1 2018 and held it in 5 quarters.
  • Lucia Wealth Services's Alexion Pharmaceuticals position peaked at $252K in Q3 2018.
  • 636 funds tracked by Wall St. Rank held Alexion Pharmaceuticals as of Q2 2019.

Based on Lucia Wealth Services's 13F filing for Q2 2019, filed 23 Jul 2019.